Caterpillar shares owned by SageView Advisory Group
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by SageView Advisory Group
from 13F filings
Historical chart of SageView Advisory Group investment in Caterpillar
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Quarterly reported holdings in Caterpillar by SageView Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $956k | 2.0k | 477.32 |
| 2025-06-30 | $636k | 1.5k | 433.16 |
| 2025-03-31 | $455k | 1.4k | 329.78 |
| 2024-12-31 | $463k | 1.3k | 362.77 |
| 2024-09-30 | $559k | 1.4k | 391.15 |
| 2024-06-30 | $477k | 1.4k | 333.01 |
| 2024-03-31 | $462k | 1.3k | 366.54 |
| 2023-12-31 | $440k | 1.4k | 304.76 |
| 2023-09-30 | $926k | 3.4k | 273.02 |
| 2023-06-30 | $825k | 3.4k | 246.06 |
| 2023-03-31 | $723k | 3.2k | 228.82 |
| 2022-12-31 | $978k | 4.1k | 239.55 |